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E-Commerce

E-commerce moves retail from a shop to a screen, and drags with it the warehousing, delivery, and payment systems needed to make that work. Scale and delivery density decide who earns a profit.

240 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
151
Magellan Asset Management
Magellan Asset Management
Australia
$838M -$967M 1 5.26% Reduced
152
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$832M +$34.1M 9 2.29% Increased
153
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$807M -$19.9M 11 4.97% Reduced
154
William Blair Investment Management
William Blair Investment Management
Illinois
$806M +$878M 12 1.65% New
155
Wellcome Trust
Wellcome Trust
United Kingdom
$806M +$9.96M 3 17.84% Increased
156
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$805M +$19.4M 33 6.33% Increased
157
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$777M -$166M 10 4.49% Reduced
158
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$776M +$60.2M 15 2.34% Increased
159
Marsico Capital Management
Marsico Capital Management
Colorado
$775M -$94.6M 5 8.07% Reduced
160
Canada Life
Canada Life
Manitoba, Canada
$774M -$19.8M 30 3.04% Reduced
161
ING Group
ING Group
Netherlands
$763M -$12M 7 5.28% Reduced
162
CCI
Columbus Circle Investors
$759M +$3.54M 4 6.21% Increased
163
US Bancorp
US Bancorp
Minnesota
$757M +$10.6M 38 3.17% Increased
164
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$749M -$38.6M 8 6.66% Reduced
165
NC
Northern Cross
Massachusetts
$744M +$96.9M 1 19.57% Increased
166
William Blair & Company
William Blair & Company
Illinois
$737M -$1.08B 18 6.37% Reduced
167
Prudential plc
Prudential plc
United Kingdom
$715M -$131M 7 3.05% Reduced
168
Westfield Capital Management
Westfield Capital Management
Massachusetts
$711M +$131M 5 5.04% Increased
169
Manning & Napier Advisors
Manning & Napier Advisors
New York
$703M -$27.7M 6 3.78% Reduced
170
BAMCO Inc
BAMCO Inc
New York
$703M -$139M 8 3.17% Reduced
171
Edgewood Management
Edgewood Management
Connecticut
$700M -$458M 2 5.91% Reduced
172
Epoch Investment Partners
Epoch Investment Partners
New York
$699M -$6.32M 3 2.71% Reduced
173
Guggenheim Capital
Guggenheim Capital
Illinois
$697M -$93.4M 35 2.14% Reduced
174
TCM
Tybourne Capital Management
Hong Kong
$686M +$401M 3 48.31% Increased
175
AL
AJO LP
Pennsylvania
$670M +$231M 8 3.07% Increased